Trustees’ Annual Report for the period
From 01/07/2024 Period start date To 30/06/2025 Period end date Charity name: CONINGSBY & TATTERSHALL LIONS CLUB
Charity registration number: 1183298
Objectives and Activities
| Objectives and Activities | |
|---|---|
| Summary of the purposes of the charity as set out in its governing document |
The objects of the Club are such purposes as are exclusively charitable in England & Wales; including encouraging service-minded people to serve their community without personal reward; supporting youth to develop their skills, capacities and capabilities; promoting the Voluntary Sector for the public benefit; the relief of poverty and the relief of those in need; promoting for the benefit of the public the conservation, protection and improvement of the physical and natural environment. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
The Club maintains a Local Nature Reserve with the active assistance of several volunteers; a weekly youth club, for the age group 12-18 years and runs a Community venue which includes regular Coffee & Chat mornings for Senior Citizens. Welfare grants are provided, in confidence, for those in need. Members continue to deliver Prescriptions for those unable to leave home. The Club also provides food and household items for Families who are known to be in financial distress. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
The Club’ s aim is to always provide benefit for the Community. Entry costs at fundraising events are kept low in order to enable and encourage participation; other activities are run on a non-profit basis. Members have now been able to introduce some new regular activities; the Club continues to help the Community wherever possible. |
Additional information
| Policy on grant making | The Club has a Grant making Policy; Trustees apply funds at their discretion, making grants where they believe that their contribution will make a real difference. |
| Policy on social investment including program related investment |
The Club runs a free Youth club for 12-18 year-olds; it maintains a Local Nature Reserve, open to the Public; it also runs a Community venue. The Club provides funding for Community Welfare needs. |
| Contribution made by volunteers | The Club has 30 adult members and 10 youth members, all of whom, together with family members, help at various activities. Several other volunteers help to maintain the Local Nature Reserve. |
| Other | Members who regularly come into contact with young or vulnerable people are DBS checked. |
Achievements and Performance
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
The Local Nature Reserve maintained for Public access. A Community venue run under a non-profit basis. A Youth Club that encourages volunteering and community service. Escorting Santa’s Sleigh around the housing estates during December. Providing funds to the local schools to enable full participation in extra-curriculum activities by all pupils. Providing funds, in confidence, for needy individuals and families. Providing a daily prescription delivery service for those unable to leave their home. Providing food for Families in need. Members volunteer to help at the local Hospital. Providing affordable family events to encourage socialising and improve moral. |
Additional information
| Achievements against objectives set | The Club has refreshed its range of activities, including new, non-profit and low cost events. Members maintain a flexible approach to needs and continue to help the Community on a purely voluntary basis. |
|---|---|
| Performance of fundraising activities against objectives set |
Fundraising activities continue to be well supported by the Community; new events have proved popular. |
| Investment performance against objectives |
The Club does not invest its funds, these are used to support the Community. |
| Other | The Club has prepared for all its regular activities for the next financial year. |
Financial Review
| Financial Review | |
|---|---|
| Review of the charity’s financial position at the end of the period |
The Club remains sound financially; it was decided to offer some new events to replace some old events and continues to receive small public donations which supplements own funds, enabling all necessary charitable expense. |
| Statement explaining the policy for holding reserves stating why they are held |
Most funds are dispersed annually; sufficient funds are retained to cover one years known fixed expenses. |
| Amount of reserves held | £5000 |
Additional information
| The charity’s principal sources of funds (including any fundraising) |
The principal source of funds is fundraising events however, additionally this year, a small Beneficiary and some Business donations were received. An annual GASDS claim is received from HMRC. |
|---|---|
| Investment policy and objectives including any social investment policy adopted |
Funds are used to support the community. The primary aim of the Club is to support and improve facilities available to the community. |
| A description of the principal risks facing the charity |
The principle risk is that people would no longer volunteer to give their time for no personal benefit. |
Structure, Governance and Management
| Description of charity’s trusts: | |
|---|---|
| Type of governing document | Constitution, adopted 8thMay 2019 |
| How is the charity constituted? | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
There are 4 ex-officio Trustees; Club President, Immediate Past President, Secretary and Treasurer. There are 5 other Trustees voted in by Club members. All Trustees serve a one-year term but can be reselected. |
Additional information
| Policies and procedures adopted for the induction and training of trustees |
Trustees are issued with documented guidance about their role and responsibilities. Verbal explanations are provided when appropriate. |
|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
The Charity is a democratic Club of volunteers organised by elected Club Officers. The Club is a member of a democratic world-wide association of similar Clubs. |
| Relationship with any related parties | The Club maintains a good relationship with local government and other charitable groups |
Reference and Administrative details
| Charity name | CONINGSBY & TATTERSHALL LIONS CLUB |
|---|---|
| Registered charity number | 1183298 |
| Charity’s principal address | 65 High Street Tattershall Lincoln LN4 4NN |
| Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | ||
|---|---|---|---|---|---|---|---|
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
||||
| 1 | Geoff Herberts | President | ex-officio | ||||
| 2 | Patricia Phillips | Secretary | ex-officio | ||||
| 3 | Michael Phillips | Treasurer | ex-officio | ||||
| 4 | Neil Marshall | Past President | ex-officio | ||||
| 5 | Jeff Pitcock | Club Members | |||||
| 6 | WallyGoldspink | Club Members | |||||
| 7 | Anne Simons | Club Members | |||||
| 8 | TonyGibbons | Club Members | |||||
| 9 | Simon Burr | Club Members |
Declarations
| The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s) Geoff Herberts Michael Phillips Position (eg Secretary, Chair, etc) Chair Treasurer Date 16/09/2025 |
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s) Geoff Herberts Michael Phillips Position (eg Secretary, Chair, etc) Chair Treasurer Date 16/09/2025 |
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s) Geoff Herberts Michael Phillips Position (eg Secretary, Chair, etc) Chair Treasurer Date 16/09/2025 |
|---|---|---|
| Geoff Herberts | Michael Phillips | |
| Chair | Treasurer | |
| 16/09/2025 | ||
| 16/09/2025 |
| Charity Name | No (if any) | No (if any) | ||||
|---|---|---|---|---|---|---|
| CONINGSBY & TATTERSHALL LIONS CLUB | 1183298 | |||||
| Receipts andpayments accounts | CC16a | |||||
| Period start date | Period end date | |||||
| For the period from | 01/07/24 | To | 30/06/25 |
Section A Receipts and payments
| Section A Receipts and payments | Section A Receipts and payments | ||||
|---|---|---|---|---|---|
| Unrestricted funds to the nearest £ A1 Receipts |
to the nearest £ Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 16967 4056 0 2591 4604 28,218 |
Last year to the nearest £ |
|
| Fundraisingactivities | 16967 4056 0 2591 4604 |
- - - - - - |
- | 16,432 | |
| Members Social activities | - | 4277 | |||
| CommunityService activities | - | 635 | |||
| Lions Den rent | - | 2685 2850 |
|||
| Grants & Donations | - | ||||
| Sub total(Gross income for AR) | 28,218 | - | 26,879 | ||
| A2 Asset and investment sales, (see table). |
- - - |
||||
| - | - | - - - |
|||
| - | - | - | |||
| Sub total | - | - | - | ||
| Total receipts 28,218 A3 Payments |
|||||
| 28,218 | - | - | 28,218 | 26,879 | |
| 3029 7007 1724 161 5478 1150 13131 31,680 |
2961 6927 1556 |
||||
Membership subscriptions |
3029 7007 1724 161 5478 1150 13131 |
- - - - - - - - |
- | ||
| Fundraising activities | - | ||||
| Members Social activities | - | ||||
| Community Service activities | - | 808 | |||
| Lions Den maintenance & Utilities | - | 5585 60 10147 |
|||
| Pingle LNR maintenance | - | ||||
| Charitable & Welfare donations | - | ||||
| **Sub total ** | 31,680 | - | 33,498 | ||
| A4 Asset and investment purchases,(see table) |
- - - |
||||
| - | - | - - - |
|||
| - | - | ||||
| **Sub total ** | - | - | - | ||
| Total payments 31,680 Net of receipts/(payments) - 3,462 A5 Transfers between funds - A6 Cash funds last year end Cash funds this year end 31860 |
|||||
| 31,680 | - | - | 31,680 | 33,498 | |
| - 3,462 | - | - | - 3,462 - |
- 6,619 | |
| - | - | - | - 35322 |
||
| 31860 | - - |
- | 31860 | ||
| - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Lloyds Bank account (agree balances with receipts and payments account(s)) Details Details Details Details Signature Total cash funds |
to nearest £ 31860 Unrestricted funds |
to nearest £ 31860 Unrestricted funds |
|---|---|---|---|
| - | |||
| - | - | ||
| - | - | ||
| 31,860 | - | ||
| OK | |||
| to nearest £ Unrestricted funds |
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| - | - | ||
| - | - | ||
| - | - | ||
| Fund to which asset belongs |
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| - | |||
| Fund to which asset belongs |
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| Fund to which liability relates |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| C M PHILLIPS |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of CONINGSBY & TATTERSHALL LIONS CLUB
On accounts for the year ended 30/06/2025 Charity no (if any) 1183298
Set out on pages CC16a Sections A,B
)
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2025
As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention ( ~~other than that disclosed below *~~ ) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
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the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Signed: J a ward
Date: 16.9.25
Name: Mrs J A Ward
Relevant professional qualification(s) or body (if any):
Address: 41 Dogdyke Road, Coningsby, LN4 4TB
October 2018
1
IER